Civic Intelligence

Beverly Beall and R Kemp Riechmann Foundation Inc.

990PF • Fiscal year 2020 • EIN 65-0808807

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 13, 2021

Organization Profile
PO Box 25207Bradenton, FL 34206

(941) 744-4854

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-188%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$416,305

Down $57,494 (-12%) from 2019

Net Assets

Down

$416,305

Down $57,494 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$30,576

Up $10,044 (+49%) from 2019

Expenses

Down

$88,070

Down $75,986 (-46%) from 2019

Net Income

Up

-$57,494

Up $86,030 (+60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,030,023Liabilities 2010: $0Net Assets 2010: $2,030,0232010Assets 2011: $2,137,784Liabilities 2011: $3,957Net Assets 2011: $2,133,8272011Assets 2012: $1,964,033Liabilities 2012: $12012Assets 2013: $1,725,067Liabilities 2013: $2,952Net Assets 2013: $1,722,1152013Assets 2014: $1,415,912Liabilities 2014: $2,568Net Assets 2014: $1,413,3442014Assets 2015: $1,107,145Liabilities 2015: $0Net Assets 2015: $1,107,1452015Assets 2016: $957,162Liabilities 2016: $586Net Assets 2016: $956,5762016Assets 2017: $745,435Liabilities 2017: $583Net Assets 2017: $744,8522017Assets 2018: $617,393Liabilities 2018: $70Net Assets 2018: $617,3232018Assets 2019: $473,799Liabilities 2019: $0Net Assets 2019: $473,7992019Assets 2020: $416,305Liabilities 2020: $0Net Assets 2020: $416,3052020Assets 2021: $367,137Liabilities 2021: $3,357Net Assets 2021: $363,7802021Assets 2022: $316,198Liabilities 2022: $229Net Assets 2022: $315,9692022Assets 2023: $308,075Liabilities 2023: $134Net Assets 2023: $307,9412023Assets 2024: $268,789Liabilities 2024: $0Net Assets 2024: $268,7892024

Highlighted filing

2020

Assets$416,305
Liabilities$0
Net Assets$416,305
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2010: $281,2182010Expenses 2011: $305,3322011Revenue 2012: $144,073Expenses 2012: $313,867Net Income 2012: -$169,7942012Expenses 2013: $297,3422013Revenue 2014: $11,792Expenses 2014: $320,563Net Income 2014: -$308,7712014Revenue 2015: $253,560Expenses 2015: $492,128Net Income 2015: -$238,5682015Revenue 2016: $74,247Expenses 2016: $224,816Net Income 2016: -$150,5692016Revenue 2017: -$27,122Expenses 2017: $184,602Net Income 2017: -$211,7242017Revenue 2018: $87,953Expenses 2018: $215,482Net Income 2018: -$127,5292018Revenue 2019: $20,532Expenses 2019: $164,056Net Income 2019: -$143,5242019Revenue 2020: $30,576Expenses 2020: $88,070Net Income 2020: -$57,4942020Revenue 2021: $42,706Expenses 2021: $95,231Net Income 2021: -$52,5252021Revenue 2022: $59,986Expenses 2022: $107,797Net Income 2022: -$47,8112022Revenue 2023: $67,722Expenses 2023: $75,750Net Income 2023: -$8,0282023Revenue 2024: $41,840Expenses 2024: $80,992Net Income 2024: -$39,1522024

Highlighted filing

2020

Revenue$30,576
Expenses$88,070
Net Income-$57,494
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY BEALLTrusteePT$2,500-$2,500
R KEMP RIECHMANNTrusteePT$2,500-$2,500
KRYSTEL BEALLTrustee-$1,000-$1,000
ROLF C RIECHMANNTrustee-$500-$500
R KEMP RIECHMANN JRTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Beverly Beall & R Kemp Riechmann
EIN
65-0808807
Phone
9417444854
Address
PO BOX 25207, BRADENTON, FL 34206

Signing Officer

Name
Beverly Beall
Title
Trustee
Phone
9417472355
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Messal Bristow Pllc
Address
1001 3RD AVE W STE 750, BRADENTON, FL 34205
Preparer
Lisa R Johnson
Phone
9418772022
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NIKE INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FERRARI N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BLACKROCK LOW DUR BD INV INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TENCENT HLDGS LTD UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ERICSSON LM TEL ADR CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57COSTCO WHOLESALE CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PNC FINL SVCS GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PVH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ANNALY CAPITAL MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SOMOS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SVB FNCL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713M COMPANY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MGM RESORTS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ISHARES TRUST ISHARES 1-5 YE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LYONDELLBASELL NV CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PLANET FITNESS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79FIRST TR VALU.LN DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BLACKROCK HEALTH SCIENCS TR II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BLACKROCK SCIENCE & TECH TR II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83FIRST TR HIGH YL LG/SHT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84T-MOBILE US INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85METLIFE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86FRANCO-NEVADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87INVESCO DWA SMALLCAP MOM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88DOMINOS PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DANAHER CORPORTATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BLACKROCK LOW DUR BD INV INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92EATON VANCE EM MKTS DBT OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ISHARES 0-5 HY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97MODERNA INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08929
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010084
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt011561
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030576
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030576
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010084
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt048250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt048250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08929
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08929
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08929
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57494
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190534
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010084
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024075
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt017363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt011561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt07201
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07201
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt020492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt039470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt081219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt088070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt039470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06501
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039820
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0102433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt178017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt095850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADJUSTMENT TO LONG TERM GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010084
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6583
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57494
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0416305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0473799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0416305
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,305
Liabilities
$0
Net assets
$416,305
Revenue
$30,576
Expenses
$88,070
Net income
-$57,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.36$0.04$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.09$0.22$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.74$0.03$0.18$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.22$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.25$0.49$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.41$0.01$0.32$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.72$0.30
2012Summary only. Only limited summary data is available for this year.$1.96$0.00$0.14$0.31$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.13$0.31
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.28